WTPI vs CSMD

Comparison between WISDOMTREE EQUITY PREMIUM INCOME FUND (WTPI, ETF) and CONGRESS SMID GROWTH ETF (CSMD, ETF).

WTPI vs CSMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WTPI(ETF)	CSMD(ETF)
Net Assets	$490M	$489M
Expense Ratio	0.44%	0.68%
Max Drawdown	32.31%	22.54%
Sharpe Ratio	1.08	0.39
5Y Beta	0.70	1.08
P/E Ratio	N/A	4.71
Forward P/E	N/A	24.15
5Y Dividends CAGR	60.30%	N/A
5Y EPS CAGR	N/A	20.12%
Debt to Equity	N/A	1.13%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.42

Net Assets

Winner

WTPI

$490M

CSMD

$489M

Expense Ratio

Winner

WTPI

0.44%

CSMD

0.68%

Max Drawdown

WTPI

32.31%

Winner

CSMD

22.54%

Sharpe Ratio

Winner

WTPI

1.08

CSMD

0.39

5Y Beta

Winner

WTPI

0.70

CSMD

1.08

P/E Ratio

WTPI

N/A

CSMD

4.71

Forward P/E

WTPI

N/A

CSMD

24.15

5Y Dividends CAGR

WTPI

60.30%

CSMD

N/A

5Y EPS CAGR

WTPI

N/A

CSMD

20.12%

Debt to Equity

WTPI

N/A

CSMD

1.13%

P/S Ratio

WTPI

N/A

CSMD

3.55

P/B Ratio

WTPI

N/A

CSMD

5.42

WTPI vs CSMD - Holdings Comparison

WTPI and CSMD have 0 common holdings. Overlap is 0.00%

WTPI's top 25 holdings weight is 157.64%. CSMD's top 25 holdings weight is 67.59%.

Rank	WTPI	CSMD
#1	WISDOMTREE FLOATING RATE TREASURY ETF (USFR) - 157.64%	CURTISS-WRIGHT CORP (CW) - 4.26%
#2	N/A	RUBRIK INC CLASS A SHARES (RBRK) - 3.95%
#3	N/A	VALMONT INDUSTRIES INC (VMI) - 3.79%
#4	N/A	CARPENTER TECHNOLOGY CORP (CRS) - 3.76%
#5	N/A	NVENT ELECTRIC PLC (NVT) - 3.69%
#6	N/A	RAMBUS INC (RMBS) - 3.05%
#7	N/A	STERLING INFRASTRUCTURE INC (STRL) - 2.99%
#8	N/A	AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.84%
#9	N/A	REPLIGEN CORP (RGEN) - 2.82%
#10	N/A	LIGAND PHARMACEUTICALS INC (LGND) - 2.67%
#11	N/A	HALOZYME THERAPEUTICS INC (HALO) - 2.53%
#12	N/A	NOVANTA INC (NOVT) - 2.51%
#13	N/A	MEDPACE HOLDINGS INC (MEDP) - 2.50%
#14	N/A	BJ'S WHOLESALE CLUB HOLDINGS INC (BJ) - 2.49%
#15	N/A	SAMSARA INC ORDINARY SHARES CLASS A (IOT) - 2.46%
#16	N/A	ENTEGRIS INC (ENTG) - 2.35%
#17	N/A	UFP TECHNOLOGIES INC (UFPT) - 2.30%
#18	N/A	PJT PARTNERS INC CLASS A (PJT) - 2.25%
#19	N/A	DUTCH BROS INC CLASS A (BROS) - 2.25%
#20	N/A	UMB FINANCIAL CORP (UMBF) - 2.10%
#21	N/A	STERIS PLC (STE) - 2.03%
#22	N/A	MIRION TECHNOLOGIES INC ORDINARY SHARES CLASS A (MIR) - 2.02%
#23	N/A	LINCOLN ELECTRIC HOLDINGS INC (LECO) - 2.01%
#24	N/A	BOOT BARN HOLDINGS INC (BOOT) - 2.01%
#25	N/A	SOLARIS ENERGY INFRASTRUCTURE INC CLASS A (SEI) - 1.96%
Total Holdings	1	49

WTPI vs CSMD - Historical Returns

Returns include dividend reinvestment.

Period	WTPI	CSMD
1 month	+0.66%	-3.14%
3 months	+2.29%	+3.35%
6 months	+1.91%	-0.66%
1 year	+13.23%	+7.76%
5 years(CAGR)	+9.18%	N/A
10 years(CAGR)	+7.96%	N/A
Max(CAGR)	+8.30%	+11.28%

Winner

WTPI

+0.66%

CSMD

-3.14%

WTPI

+2.29%

Winner

CSMD

+3.35%

Winner

WTPI

+1.91%

CSMD

-0.66%

Winner

WTPI

+13.23%

CSMD

+7.76%

5Y(CAGR)

WTPI

+9.18%

CSMD

N/A

10Y(CAGR)

WTPI

+7.96%

CSMD

N/A

Max(CAGR)

WTPI

+8.30%

Winner

CSMD

+11.28%

WTPI vs CSMD - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	WTPI	CSMD
2026	+3.45%	+5.95%
2025	+14.68%	+6.34%
2024	+17.32%	+14.07%
2023	+16.06%	+6.44%
2022	-10.28%	N/A
2021	+21.54%	N/A
2020	+1.32%	N/A
2019	+13.06%	N/A
2018	-7.39%	N/A
2017	+9.98%	N/A
2016	+11.18%	N/A

WTPI vs CSMD Drawdown Comparison

The maximum drawdown for WTPI was -28.40%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The maximum drawdown for CSMD was -22.54%, occurring on Apr 8, 2025. Recovery took 127 trading sessions.

The current WTPI drawdown is -1.31%. The current CSMD drawdown is -6.62%.

Rank	WTPI	CSMD
#1	-28.40% Feb 21, 2020 - Jan 8, 2021	-22.54% Jan 22, 2025 - Jul 25, 2025
#2	-16.56% Apr 20, 2022 - Dec 14, 2023	-14.79% Jan 22, 2026 - Jun 2, 2026
#3	-15.34% Oct 2, 2018 - Jan 2, 2020	-13.85% Sep 1, 2023 - Dec 14, 2023
#4	-15.25% Feb 19, 2025 - Jul 16, 2025	-11.08% Oct 27, 2025 - Jan 16, 2026
#5	-8.19% Jan 26, 2018 - May 21, 2018	-9.08% Mar 28, 2024 - Jul 16, 2024
#6	-7.56% Jul 16, 2024 - Oct 8, 2024	-8.97% Jul 16, 2024 - Nov 6, 2024
#7	-7.13% Feb 10, 2026 - May 13, 2026	-6.90% Dec 4, 2024 - Jan 21, 2025
#8	-5.42% Dec 29, 2021 - Mar 21, 2022	-6.62% Jun 30, 2026 - Jul 23, 2026
#9	-4.82% Mar 28, 2024 - May 15, 2024	-5.43% Nov 11, 2024 - Nov 25, 2024
#10	-3.54% Dec 16, 2024 - Jan 23, 2025	-4.65% Sep 18, 2025 - Oct 24, 2025
#11	-3.26% Nov 12, 2025 - Nov 26, 2025	-4.54% Dec 28, 2023 - Feb 8, 2024
#12	-3.02% Feb 17, 2021 - Mar 10, 2021	-4.26% Jun 4, 2026 - Jun 15, 2026
#13	-2.95% Jun 23, 2016 - Jul 1, 2016	-2.19% Jul 29, 2025 - Aug 12, 2025
#14	-2.92% Nov 18, 2021 - Dec 8, 2021	-2.08% Aug 13, 2025 - Aug 27, 2025
#15	-2.86% Jun 1, 2026 - Jun 15, 2026	-2.02% Mar 7, 2024 - Mar 20, 2024